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Vanguard FTSE All Wld Ex USSml Cap shares owned by Yoffe Investment Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Yoffe Investment Management from 13F filings

Historical chart of Yoffe Investment Management investment in Vanguard FTSE All Wld Ex USSml Cap

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All positions including Vanguard FTSE All Wld Ex USSml Cap held by Yoffe Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Yoffe Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $743k 5.2k 142.55
2025-06-30 $700k 5.2k 134.39
2025-03-31 $603k 5.2k 115.60
2024-12-31 $597k 5.2k 114.48

More positions owned by Yoffe Investment Management

Vanguard Small Cap Etf Uie (VB)
International Business Machines (IBM)
Vanguard Total Stock Market Etf Uie (VTI)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Honeywell International (HON)
Apple (AAPL)
Vanguard Mid Cap Etf Uie (VO)
Procter & Gamble Company (PG)
Vanguard Extended Marketetf Uie (VXF)
Caterpillar (CAT)
Vanguard Emerging Markt Govt Bnd Etf Uie (VWOB)
CSX Corporation (CSX)
Travelers Companies (TRV)

View all positions for Yoffe Investment Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Regions Bank
Mason Investment Advisory Services
Natixis Asset Management Advisors
Bessemer
Goodman & Company, Investment Counsel
Charles Schwab Investment Management
SRS Capital Advisors
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Wit
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap